Ci Synergy American Fund Manager Performance Evaluation
| 0P000075Q1 | 42.62 0.45 1.07% |
The fund owns a Beta (Systematic Risk) of 0.0603, which signifies not very significant fluctuations relative to the market. As returns on the market increase, CI Synergy's returns are expected to increase less than the market. However, during the bear market, the loss of holding CI Synergy is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in CI Synergy American are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat weak basic indicators, CI Synergy may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more0P000075Q1 |
CI Synergy Relative Risk vs. Return Landscape
If you would invest 3,845 in CI Synergy American on September 15, 2024 and sell it today you would earn a total of 417.00 from holding CI Synergy American or generate 10.85% return on investment over 90 days. CI Synergy American is generating 0.1669% of daily returns and assumes 0.8226% volatility on return distribution over the 90 days horizon. Simply put, 7% of funds are less volatile than 0P000075Q1, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
CI Synergy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for CI Synergy's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as CI Synergy American, and traders can use it to determine the average amount a CI Synergy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2029
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | 0P000075Q1 | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average CI Synergy is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of CI Synergy by adding it to a well-diversified portfolio.
Things to note about CI Synergy American performance evaluation
Checking the ongoing alerts about CI Synergy for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for CI Synergy American help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating CI Synergy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate CI Synergy's fund performance include:- Analyzing CI Synergy's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether CI Synergy's stock is overvalued or undervalued compared to its peers.
- Examining CI Synergy's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating CI Synergy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CI Synergy's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of CI Synergy's fund. These opinions can provide insight into CI Synergy's potential for growth and whether the stock is currently undervalued or overvalued.
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